Projects are Claude’s most powerful way to organize long-term work and information. Skills enable Claude to use specific instructions and background information. These are among the most important features for using AI effectively. When you add background information, instructions, and documents to a Project, Claude remembers them in every conversation, without the need to explain them repeatedly.
Goal
Learn to create and manage Claude Skills and Projects effectively. Understand how to use a Knowledge Base, custom instructions, and files to customize Claude for your own work and your team’s use.
Target audience
For professionals, project managers, and team leaders who work with recurring tasks or topic-specific work. We recommend completing the Claude Basics 1 and Claude Basics 2 courses first.
Software version
Anthropic Claude (web version). Full use of the Projects feature, such as sharing Projects with a team, requires a Claude Pro or Team/Enterprise subscription.
Content
What is a Project and what is a Skill, and when should you create them
- Creating a Project and a Skill
- One Project vs. multiple Projects strategy
- Practical examples for different roles
- Sharing a Project with your team in Team and Enterprise versions
Knowledge Base
- Uploading files: documents, PDFs, and spreadsheets
- What information works best and what should not be included in the Knowledge Base
- Updating and cleaning the Knowledge Base
Custom instructions
- Defining Claude’s role, tone, and response style
- Providing your company’s style guide and terminology
- Examples of effective Project instructions for different needs
Working in a Project
- Starting a conversation within a Project
- Returning to previous conversations and making use of findings
- Exporting and sharing results
Keywords
Claude, Projects, Knowledge Base, knowledge base, custom instructions, teamwork, Claude Pro, Claude Team, organization, workflow


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